SPITFIRE CAPITAL LLC

data from 30/09/2019

Capitalization

$ 77.120 M -19.28 %

Average holding period

17 ans

Performance

$ 34.818 M 22.61 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SPITFIRE CAPITAL LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/09/30 BLBD BLUE BIRD CORP 23.42% 18.064 M $ 948966 2015/06/30 -716.469 K $ -3.83 %
2019/09/30 FLOW SPX FLOW INC 7.81% 6.025 M $ 152682 2016/12/31 -61.439 K $ -0.91 %
2019/09/30 USFD US FOODS HLDG CORP 7.47% 5.764 M $ 140250 2017/06/30 886.584 K $ 14.29 %
2019/09/30 SKY SKYLINE CHAMPION CORPORATION 7.23% 5.576 M $ 185299 2019/03/31 592.450 K $ 10.56 %
2019/09/30 PGTI PGT INNOVATIONS INC 6.75% 5.204 M $ 301354 2019/03/31 230.199 K $ 5.02 %
2019/09/30 AIMC ALTRA INDL MOTION CORP 6.22% 4.797 M $ 173224 2013/12/31 -1.392 M $ -22.53 %
2019/09/30 OWENS ILL INC 6.18% 4.765 M $ 464002 2013/12/31 -3.157 M $ -40.53 %
2019/09/30 VMI VALMONT INDS INC 5.74% 4.427 M $ 31979 2013/12/31 386.846 K $ 7.85 %
2019/09/30 CISION LTD 5.48% 4.228 M $ 549800 2018/03/31 -2.072 M $ -34.44 %
2019/09/30 CMCO COLUMBUS MCKINNON CORP N Y 5.15% 3.973 M $ 109048 2013/12/31 -755.985 K $ -15.34 %
2019/09/30 LEA LEAR CORP 4.77% 3.676 M $ 31177 2014/03/31 -717.995 K $ -14.68 %
2019/09/30 GTTNQ GTT COMMUNICATIONS INC 4.43% 3.419 M $ 362992 2014/06/30 0.000 $ 0.00 %
2019/09/30 NGS NATURAL GAS SERVICES GROUP 3.98% 3.070 M $ 239681 2013/12/31 -898.033 K $ -21.21 %
2019/09/30 NRC NATIONAL RESH CORP 2.98% 2.298 M $ 39784 2013/12/31 218.802 K $ 3.46 %
2019/09/30 BECN BEACON ROOFING SUPPLY INC 2.38% 1.834 M $ 54694 2013/12/31 -473.016 K $ -11.87 %